The concept of the Internet of Things has been proposed for more than 20 years, but it has really attracted the attention of countries around the world since 2009. Countries have launched policies related to the Internet of Things. In this year, our country also started a milestone in the development of the Internet of Things and listed it as one of the top five national policies. One of the emerging strategic industries. After 10 years of development, the Internet of Things is no longer a lofty concept. With the support of cloud + AI and other technologies, the Internet of Things has been widely used. The industry has developed rapidly, which has promoted changes in all walks of life. The Internet of Things has also ushered in its golden age. development era.
Great connection opportunities, operators are actively transforming
Operators, semiconductor manufacturers, communication equipment, cloud service providers and applications form the Internet of Things industry chain. LPWA low-power wide area network communication technologies such as NB-IoT and LoRa solve the needs of large-scale deployment and connection of the Internet of Things, thereby making things Networking is widely used in vertical sectors such as industry, retail, logistics and transportation.
Driven by the active promotion of the industry chain, the scale of IoT connections has doubled, and the compound annual growth rate of LPWAN connections is 109%. In addition, the deployment of 5G technology will also bring the Internet of Things to a higher level, making the interconnection of everything possible. Among them, operators are active promoters of the Internet of Everything. Global operators are transforming and hoping to no longer be limited to being a pipeline provider in the era of big connections. They hope to seize the IoT application market, such as for industry, education, and medical care. , seek opportunities in application scenarios such as Internet of Vehicles and smart homes.
As the domestic NB-IoT network ecology is relatively complete, commercialization is also accelerating, as well as 5G network deployment, and operators have invested a lot of money in NB-IoT module subsidies, this will boost the rapid development of the IoT industry in the country. In 2018 It will be a critical year for the model explosion period. Specifically in application scenarios, it is widely used in many industries such as industry, security, retail, agriculture, Internet of Vehicles, and smart homes.
In this context of the Internet of Everything, facing the wave of opportunities of big connections, not only operators, but also technology giants are also actively participating. Facing the Internet of Things, players have done enough homework and hope to seize the trillion-dollar market. Among them, giants including Microsoft, Amazon and BAT are competing for the IoT market with cloud services; Microsoft is using cloud + AI to help global digital transformation; Azure has data infrastructure all over the world and will invest US$5 billion to support IoT innovation; Amazon AWS IoT platform can span edge sites to the cloud to seize the IoT application market.
China Mobile
As of the end of 2018, the number of IoT connected users of the three major domestic operators has exceeded 760 million, and China Mobile has grown rapidly. In 2018, the number of IoT connections increased by 322 million, reaching a scale of 551 million, accounting for 72.5% of China’s IoT connections. At present, China Mobile has built more than 200,000 NB-IoT base stations across the country, covering 346 cities, achieving coverage in areas above towns and villages. The application scenarios cover vertical fields such as fire protection, meter reading, education and medical care. The IoT application level business is expected to support China An important area for mobile growth.
In 2019, China Mobile once again proposed a net increase of 300 million IoT connections this year. In addition, China Mobile’s large-scale IoT connections are carried by the two major platforms of OneNET and OneLink. As the world’s number one IoT player, it is committed to building high-quality NB-IoT networks and actively Promote the commercialization of 5G, strengthen the promotion of the OneNET IoT open platform, and integrate AI capabilities to quickly build one-stop intelligent networking services.
The number of service connections supported by the OneNET cloud platform alone exceeds 87 million, effectively breaking through the development dilemma of focusing on pipeline business and leading the era of the Internet of Everything. At the same time, China Mobile has achieved various results in the Internet of Things, which confirms that the Internet of Things has ushered in a golden era of development. As more and more companies begin to increase the deployment of the Internet of Things, operators will also usher in major opportunities.
China Unicom
China Unicom’s Internet of Things focuses on smart cities, wearable devices, Internet of Vehicles and smart manufacturing and other subdivisions, and strengthens the service capabilities of the connection management platform. In 2017, the number of IoT connections exceeded 70 million, and the number of connections this year is close to 110 million. The number of connections Growth was rapid, with revenue increasing 47.8% year-on-year to 2.08 billion.
At the same time, it also accelerated the layout of smart home business and actively expanded the industrial Internet with cloud + smart network + smart applications. In 2018, industrial Internet business revenue increased by 45% year-on-year to 23 billion, of which Internet of Things business revenue reached 2.1 billion yuan, a year-on-year increase of 48% , while big data revenue increased by 284% to 600 million yuan.
In addition, earlier this year, we joined forces with ARM to build China’s IoT ecosystem, introducing the Arm Pelion device management platform and Mbed OS operating system to create a new IoT platform and expand key IoT application areas, including public facilities, smart cities, industrial manufacturing and Retail, providing greater IoT flexibility, ease of use, and scalability.
China Telecom
China Telecom is also actively cultivating new driving forces. Its smart application ecosystem revenue has grown rapidly, contributing more than 50% to incremental service revenue. In particular, its IoT input and connection scale has doubled. In addition, smart home applications have begun to take shape, and we are actively expanding into pan-smart home products and taking the lead in deploying the ultra-high-definition video market to seize the opportunity to upgrade smart home consumption.
Operators continue to promote smart homes across the country. Smart business hall applications have emerged in various places. Home users can experience the smart life brought by various smart terminals more closely. Smart home products from Xiaomi, Oribo and other brands are important cooperation with China Telecom. Partners, allowing more families to enjoy smart home life. Smart remote controls and smart sockets such as Oribo can quickly create entry-level smart lives for users, and can expand all aspects of smart home life.
As the largest market in the Internet of Things segment, smart home contains trillions of market potential. Operators and mobile phones are all working hard to seize the home entrance and promote smart homes to enter thousands of households, driving the prosperity of the smart home industry chain. development trend. Benefiting from the rapid growth of the market, many unicorn companies have emerged. Oribo has become a quasi-unicorn company in the Guangdong-Hong Kong-Macao Greater Bay Area. As a model enterprise in the IoT+AI field, it has also made significant progress in cooperation with operators in 2018. At the 2018 Sichuan Telecom Pan-Intelligent Terminal Ordering Fair, Oribo became the main winner among the 200+ pan-intelligent manufacturers participating in this ordering fair with an order volume of 358,300 units of intelligent control products. In November of the same year, Hubei Telecom once again ranked first in the intelligent control category at the Hubei Telecom intelligent terminal ordering meeting.
In addition, China Telecom and Haier Group are also promoting the IoT smart life to enter thousands of households, from network applications to terminal sales, and then jointly develop IoT smart life solutions based on the new generation NB-loT technology. In addition, the author learned that Haier The complete set of smart homes has been implemented in 10 million households, covering smart home suite products of the world’s 7 major brands such as Casarte and GE Appliances.
at last
As the Internet of Things will be the trend of technological development in the next few decades, all walks of life are actively promoting the implementation of the industry. Our country has entered a stage of rapid development, with an industry scale of one trillion yuan. With the increasing scale of Internet of Things connections, my country will build 1.5 million NB-IoT base stations in 2020, and driven by artificial intelligence technology, the Internet of Things will move towards a larger-scale Internet of Everything era, and is expected to grow to 7.2 by 2022 trillion, my country will become the world’s largest IoT market.